Sullivan Financial Planning, LLC is a Fee-Only financial planning firm. This means that the client pays the advisor directly for his/her advice. Product recommendations are given where appropriate, but the planner is not tempted to sell the client investments he/she doesn’t need in order to make money. The fee-based financial planning model is similar to how you work with an attorney or CPA.

I chose the fee-only financial planning method of doing business because I believe it benefits the client and provides the basis of life-long relationships built on trust.

Payment for financial plans is requested one-half front and the remainder at the time of plan delivery. Personal checks are accepted.

Connect with SFP

Search The Site

DISCLOSURE: The information on this website is for general informational purposes only and is subject to change. This website does not represent a solicitation or offer to buy or sell securities. Further, it does not represent an offer to provide investment advisory services in states where I have not filed notice or where I do not have an exemption or exclusion from filing notice. Although the information on this site is gathered from sources assumed to be reliable, Sullivan Financial Planning, LLC, is not responsible for the accuracy of content on linked websites or in articles provided. Past performance of investments is not a guarantee of future results.